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CRM Idea Center
Status On Roadmap
Created by Alex Chesnutt
Created on Mar 1, 2022

Email Marking Integration

Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms.

During evaluation it was thought this would be a partner rather than build.

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1 MERGED

A way we can set up automatic emails for follow up to our providers after a visit

Merged
Users are looking for more of a letter template that we can be automatic email as a follow after a visit.
Marc Angelo De Guzman 8 months ago in Calendar & Events 0 On Roadmap